EP Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.46M | Buy |
31,445
+1,998
| +7% | +$161K | 0.01% | 529 |
|
|
2026
Q1 | $2.55M | Sell |
29,447
-4,824
| -14% | -$462K | 0.01% | 427 |
|
|
2025
Q4 | $3.29M | Buy |
+34,271
| New | +$3.33M | 0.02% | 349 |
|
|
2025
Q2 | $3.15M | Buy |
36,163
+1,998
| +6% | +$169K | 0.02% | 334 |
|
|
2025
Q1 | $3.07M | Buy |
34,165
+21,221
| +164% | +$1.9M | 0.02% | 292 |
|
|
2024
Q4 | $1.03M | Sell |
12,944
-3,136
| -20% | -$271K | 0.01% | 491 |
|
|
2024
Q3 | $1.45M | Buy |
16,080
+3,825
| +31% | +$322K | 0.01% | 418 |
|
|
2024
Q2 | $965K | Buy |
12,255
+3,931
| +47% | +$322K | 0.01% | 398 |
|
|
2024
Q1 | $725K | Sell |
8,324
-322
| -4% | -$27.5K | 0.01% | 437 |
|
|
2023
Q4 | $712K | Sell |
8,646
-11,713
| -58% | -$893K | 0.01% | 425 |
|
|
2023
Q3 | $1.6M | Sell |
20,359
-111,321
| -85% | -$9.32M | 0.02% | 262 |
|
|
2023
Q2 | $1.6M | Buy |
131,680
+114,176
| +652% | +$9.83M | 0.02% | 275 |
|
|
2023
Q1 | $1.22M | Buy |
17,504
+12,767
| +270% | +$1.04M | 0.02% | 283 |
|
|
2022
Q4 | $368K | Sell |
4,737
-7,032
| -60% | -$570K | 0.01% | 430 |
|
|
2022
Q3 | $950K | Buy |
11,769
+3,836
| +48% | +$345K | 0.02% | 239 |
|
|
2022
Q2 | $712K | Buy |
7,933
+3,561
| +81% | +$361K | 0.02% | 311 |
|
|
2022
Q1 | $485K | Sell |
4,372
-727
| -14% | -$76.8K | 0.01% | 387 |
|
|
2021
Q4 | $527K | Sell |
5,099
-442
| -8% | -$51.2K | 0.01% | 344 |
|
|
2021
Q3 | $695K | Buy |
5,541
+270
| +5% | +$34.9K | 0.02% | 282 |
|
|
2021
Q2 | $654K | Buy |
5,271
+1,172
| +29% | +$147K | 0.02% | 294 |
|
|
2021
Q1 | $484K | Buy |
4,099
+781
| +24% | +$91.5K | 0.02% | 328 |
|
|
2020
Q4 | $389K | Buy |
3,318
+381
| +13% | +$41.9K | 0.01% | 307 |
|
|
2020
Q3 | $305K | Sell |
2,937
-218
| -7% | -$21.9K | 0.01% | 289 |
|
|
2020
Q2 | $289K | Buy |
3,155
+78
| +3% | +$7.48K | 0.01% | 312 |
|
|
2020
Q1 | $277K | Buy |
3,077
+370
| +14% | +$39.4K | 0.01% | 318 |
|
|
2019
Q4 | $307K | Sell |
2,707
-196
| -7% | -$21.5K | 0.01% | 327 |
|
|
2019
Q3 | $315K | Buy |
2,903
+348
| +14% | +$36.3K | 0.02% | 270 |
|
|
2019
Q2 | $249K | Buy |
+2,555
| New | +$233K | 0.02% | 265 |
|
|
2016
Q1 | – | Sell |
-133,965
| Closed | -$10.3M | – | 155 |
|
|
2015
Q4 | $10.3M | Buy |
133,965
+4,247
| +3% | +$320K | 1.73% | 24 |
|
|
2015
Q3 | $8.68M | Sell |
129,718
-9,093
| -7% | -$670K | 1.66% | 23 |
|
|
2015
Q2 | $10.3M | Buy |
138,811
+9,357
| +7% | +$715K | 1.93% | 25 |
|
|
2015
Q1 | $10.1M | Buy |
+129,454
| New | +$9.81M | 1.9% | 25 |
|
Other funds holding MDT
EP Wealth Advisors's MDT Position: Q2 2026 in Review
EP Wealth Advisors increased its Medtronic (MDT) stake by 6.8% in Q2 2026, buying an estimated $161K and bringing the position to 31,445 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #529.
EP Wealth Advisors first reported a position in MDT in Q1 2015 and has held it in 32 quarters since. The position peaked at $10.3M in Q4 2015. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- EP Wealth Advisors held 31,445 shares of Medtronic worth $2.46M as of Q2 2026.
- EP Wealth Advisors bought 1,998 Medtronic shares in Q2 2026, an estimated $161K.
- Medtronic made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #529 holding.
- EP Wealth Advisors first reported a position in Medtronic in Q1 2015 and has held it in 32 quarters since.
- EP Wealth Advisors's Medtronic position peaked at $10.3M in Q4 2015.
- 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.